TD PRIVATE CLIENT WEALTH LLC

Position in SPG — Simon Property Group Inc.

CIK 1551017 NEW YORK, NY

Position in SPG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$148,056

-$470,290 QoQ

Shares Held

662

-80.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,106

of 1,358 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $5,300,084 across 16 REIT - Retail names. SPG ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KIM	Kimco Realty Corp	111,054	$2,815,218
2	O	Realty Income Corp	30,988	$1,920,016
3	NNN	Nnn REIT, Inc.	6,482	$301,607
4	SPG	Simon Property Group Inc. This page	662	$148,056
5	REG	Regency Centers Corp	750	$59,805
6	EPRT	Essential Properties Realty Trust, Inc.	755	$22,536
7	FRT	Federal Realty Investment Trust	87	$10,739
8	SKT	Tanger Inc.	200	$7,894

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$148,056	662	-80.0%	Shares	Defined	2026-08-04
2026-03-31	$618,346	3,315	+11.2%	Shares	Defined	2026-04-27
2025-12-31	$551,627	2,980	+4.2%	Shares	Defined	2026-02-05
2025-09-30	$536,923	2,861	-0.9%	Shares	Defined	2025-10-27
2025-06-30	$464,114	2,887	+52.3%	Shares	Defined	2025-07-15
2025-03-31	$314,721	1,895	+18.8%	Shares	Defined	2025-04-29
2024-12-31	$274,674	1,595	+11.1%	Shares	Defined	2025-02-11
2024-09-30	$242,543	1,435	+2.5%	Shares	Defined	2024-11-18
2024-06-30	$212,520	1,400	0.0%	Shares	Defined	2024-08-14
2024-03-31	$219,086	1,400	-17.1%	Shares	Defined	2024-08-16
2023-12-31	$240,918	1,689	-56.4%	Shares	Defined	2024-08-16
2023-09-30	$418,400	3,873	-51.2%	Shares	Defined	2024-08-16
2023-06-30	$917,373	7,944	-9.1%	Shares	Defined	2024-08-16
2023-03-31	$978,057	8,735	-4.6%	Shares	Defined	2024-08-16
2022-12-31	$1,075,881	9,158	+182.8%	Shares	Defined	2024-08-16
2022-09-30	$290,610	3,238	+25.7%	Shares	Defined	2024-08-16
2022-06-30	$244,513	2,576	-0.7%	Shares	Defined	2024-08-16
2022-03-31	$341,266	2,594	-2.3%	Shares	Defined	2024-08-16
2021-12-31	$424,029	2,654	-4.6%	Shares	Defined	2024-08-16
2021-09-30	$361,446	2,781	+1.2%	Shares	Defined	2024-08-16
2021-06-30	$358,559	2,748	+8.8%	Shares	Defined	2024-08-16
2021-03-31	$287,269	2,525	-14.9%	Shares	Defined	2024-08-16
2020-12-31	$253,111	2,968	-3.9%	Shares	Defined	2024-08-16
2020-09-30	$199,731	3,088	-0.3%	Shares	Defined	2024-08-16
2020-06-30	$211,772	3,097	+27.7%	Shares	Defined	2024-08-16
2020-03-31	$133,090	2,426	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.